See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,971 | $69,010+53.6% | $159,960-33.8% | $68,494+54.7% |
| Participation rate | 85.7% | 65.4%+20.3pp | 78.0%+7.8pp | 67.9%+17.8pp |
| Annual return | -17.33% | -9.65%-7.7pp | 408.60%-425.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,093 | $2,213+84.9% | $4,226-3.1% | $2,596+57.6% |
| Participant deferral / active EE | $8,286 | $4,212+96.7% | $6,182+34.0% | $4,027+105.7% |
| Admin fee / account holder | $4,204 | $4,798-12.4% | $8,698-51.7% | $5,403-22.2% |